Loan repayment import
AI extracts loan repayment schedules so repayments can be split into principal and interest and imported.
The problem it solves
Splitting each loan repayment into principal and interest by hand is tedious.
How it works
- Upload the repayment schedule.
- Review the extracted principal and interest.
- Import.
What your practice gets
- Principal and interest split for you to check.
- Less manual work.
- Accurate interest figures.
Questions accountants ask
Do I review the split?
Yes.
Which documents work?
Loan repayment schedules.
Where does it go?
Into the ledger.
Related features
Features that work alongside loan repayment import.
Upload Hub
One page for every way of getting client data in: AI upload, CSV, bank statements, opening balances, amortisation schedules, receipts and rental statements.
VideoClient upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
Cross-source duplicate detection
Catch the same bank line arriving from two sources, such as a feed and a statement, and stop two imports from running at once.
Automatic document routing
Uploaded documents are classified and sent to the right extractor: bank statement, receipt or financial statement.
Fix unusual statement layouts
MYLEDGER analyses an uploaded sheet and restructures messy transaction data into a usable form.
CSV and Excel bank import
Upload a CSV or Excel statement from any bank; MYLEDGER proposes the column mapping, remembers it, resolves duplicates and imports.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.